Interactive Brokers Group, Inc.
IBKR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
In the last 90 days, Interactive Brokers Group, Inc. insiders filed 2 open-market purchases and 0 sales; 1,119 institutions reported holding it in 13F filings for Q2 2026, worth $33.7B in total; 3 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q1 2023
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 433
- +37 vs. Q4 2022
- Shares held
- 91.7M
- +216.0K (+0.2%) vs. Q4 2022
- Total value
- $7.58B
- +$962.3M (+14.5%) vs. Q4 2022
- New holders
- 79
- 163 more added
- Sold out
- 42
- 135 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,119 | $33.7B |
| Q1 2026 | 1,001 | $25.4B |
| Q4 2025 | 980 | $24.7B |
| Q3 2025 | 913 | $26.1B |
| Q2 2025 | 802 | $20.9B |
| Q1 2025 | 746 | $15.7B |
| Q4 2024 | 710 | $16.6B |
| Q3 2024 | 587 | $12.9B |
| Q2 2024 | 548 | $11.4B |
| Q1 2024 | 494 | $10.6B |
| Q4 2023 | 456 | $7.72B |
| Q3 2023 | 436 | $8.08B |
| Q2 2023 | 424 | $7.61B |
| Q1 2023 | 433 | $7.58B |
| Q4 2022 | 402 | $6.67B |
| Q3 2022 | 339 | $5.90B |
| Q2 2022 | 345 | $4.78B |
| Q1 2022 | 347 | $5.73B |
| Q4 2021 | 339 | $6.80B |
| Q3 2021 | 309 | $5.12B |
| Q2 2021 | 319 | $5.28B |
| Q1 2021 | 320 | $5.79B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 60,229 | $4.97M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 62,308 | $5.14M | 0.02% | −4,068−6.1% | Reduced |
| MetLife Investment Management | 62,875 | $5.19M | 0.04% | −1,687−2.6% | Reduced |
| Amalgamated Bank | 63,580 | $5.25M | 0.04% | −15,210−19.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.36M | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64,930 | $5.36M | 0.01% | +11,036+20.5% | Added |
| Fifth Third Bancorp | 65,641 | $5.42M | 0.03% | +45,715+229.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,125 | $5.46M | 0.01% | +12,430+23.1% | Added |
| PenderFund Capital Management Ltd. | 49,178 | $5.49M | 1.72% | −4,790−8.9% | Reduced |
| Thrivent Financial for Lutherans | 66,752 | $5.50M | 0.01% | +4,944+8.0% | Added |
| KBC Group NV | 66,873 | $5.52M | 0.02% | +59,484+805.0% | Added |
| Bank of Montreal | 64,165 | $5.57M | 0.00% | +8,796+15.9% | Added |
| Algert Global LLC | 68,838 | $5.68M | 0.27% | −21,308−23.6% | Reduced |
| Taika Capital, LP | 69,330 | $5.72M | 2.73% | +28,930+71.6% | Added |
| TownSquare Capital, LLC | 70,220 | $5.80M | 0.13% | +14,145+25.2% | Added |
| Jump Financial, LLC | 71,456 | $5.90M | 0.24% | +12,368+20.9% | Added |
| Daiwa Securities Group Inc. | 74,244 | $6.13M | 0.04% | −7,150−8.8% | Reduced |
| Millennium Management LLC | 78,517 | $6.48M | 0.01% | −1,243,457−94.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 78,745 | $6.50M | 0.04% | +53,018+206.1% | Added |
| AWH Capital, L.P. | 79,500 | $6.56M | 6.70% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 79,791 | $6.59M | 0.00% | −3,211−3.9% | Reduced |
| Point72 Europe (London) LLP | 81,100 | $6.70M | 2.01% | −51,800−39.0% | Reduced |
| Voloridge Investment Management, LLC | 82,461 | $6.81M | 0.03% | +82,461 | New |
| Mutual of America Capital Management LLC | 82,570 | $6.82M | 0.08% | −1,736−2.1% | Reduced |
| Prudential Financial Inc | 83,503 | $6.89M | 0.01% | +65,094+353.6% | Added |
| Vestmark Advisory Solutions, Inc. | 86,150 | $7.11M | 0.31% | +382+0.4% | Added |
| Great West Life Assurance Co | 86,728 | $7.16M | 0.02% | −901−1.0% | Reduced |
| Liontrust Investment Partners LLP | 88,559 | $7.31M | 0.11% | +88,559 | New |
| Texas Permanent School Fund | 92,256 | $7.62M | 0.08% | +23,096+33.4% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $7.96M | 0.02% | 00.0% | Unchanged |
| Amundi | 99,639 | $7.98M | 0.00% | +91,873+1,183.0% | Added |
| New York State Common Retirement Fund | 97,733 | $8.07M | 0.01% | −4,240−4.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 99,931 | $8.25M | 3.07% | +99,931 | New |
| Hudson Bay Capital Management LP | 100,000 | $8.26M | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 126,142 | $10.4M | 0.02% | +25,146+24.9% | Added |
| Credit Suisse AG | 126,129 | $10.4M | 0.01% | −5,758−4.4% | Reduced |
| UBS Asset Management Americas Inc | 126,735 | $10.5M | 0.01% | −389−0.3% | Reduced |
| SEI Investments Co | 129,515 | $10.7M | 0.02% | +18,178+16.3% | Added |
| Ameriprise Financial Inc | 130,287 | $10.8M | 0.00% | −1,879−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 132,572 | $10.9M | 0.02% | +45,333+52.0% | Added |
| Retirement Systems of Alabama | 134,414 | $11.1M | 0.05% | −1,174−0.9% | Reduced |
| Canada Pension Plan Investment Board | 134,920 | $11.1M | 0.02% | −39,300−22.6% | Reduced |
| Man Group plc | – | $11.4M | 0.04% | – | – |
| California State Teachers Retirement System | 145,721 | $12.0M | 0.02% | −1,468−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 149,504 | $12.3M | 0.11% | −20,042−11.8% | Reduced |
| Los Angeles Capital Management LLC | 149,640 | $12.4M | 0.05% | −150,857−50.2% | Reduced |
| Gabelli Funds LLC | 151,049 | $12.5M | 0.09% | −4,000−2.6% | Reduced |
| State of Wisconsin Investment Board | 154,324 | $12.7M | 0.04% | +9,345+6.4% | Added |
| Schonfeld Strategic Advisors LLC | 157,700 | $13.0M | 0.13% | −204,500−56.5% | Reduced |
| American International Group, Inc. | 158,630 | $13.1M | 0.09% | −1,484−0.9% | Reduced |
| Russell Investments Group, Ltd. | 158,802 | $13.1M | 0.03% | +2,751+1.8% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 162,074 | $13.4M | 1.31% | +146,000+908.3% | Added |
| HSBC Holdings PLC | 162,960 | $13.5M | 0.02% | +129,202+382.7% | Added |
| Janney Montgomery Scott LLC | 164,741 | $13.6M | 0.06% | +80,068+94.6% | Added |
| Gillson Capital LP | 166,937 | $13.8M | 1.14% | +87,924+111.3% | Added |
| Invesco Ltd. | 167,666 | $13.8M | 0.00% | −133,692−44.4% | Reduced |
| Dana Investment Advisors, Inc. | 168,881 | $13.9M | 0.71% | +67,069+65.9% | Added |
| Sparta 24 Ltd. | 171,554 | $14.2M | 12.13% | 00.0% | Unchanged |
| Stony Point Capital LLC | 175,145 | $14.5M | 5.15% | +102,676+141.7% | Added |
| Brooktree Capital Management | 177,971 | $14.7M | 11.44% | −7,310−3.9% | Reduced |
| Barclays PLC | 183,270 | $15.1M | 0.02% | +50,742+38.3% | Added |
| Heartland Advisors Inc | 188,560 | $15.6M | 0.96% | −49,393−20.8% | Reduced |
| California Public Employees Retirement System | 192,505 | $15.9M | 0.01% | −22,847−10.6% | Reduced |
| Cubist Systematic Strategies, LLC | 200,421 | $16.5M | 0.15% | +53,536+36.4% | Added |
| Deutsche Bank AG | 201,094 | $16.6M | 0.01% | +169,521+536.9% | Added |
| RV Capital GmbH | 203,747 | $16.8M | 6.40% | +203,747 | New |
| Bamco Inc | 207,000 | $17.1M | 0.05% | +207,000 | New |
| Swiss National Bank | 211,000 | $17.4M | 0.01% | −24,900−10.6% | Reduced |
| Renaissance Technologies LLC | 212,400 | $17.5M | 0.02% | −47,500−18.3% | Reduced |
| Prana Capital Management, LP | 222,302 | $18.4M | 1.55% | −166,856−42.9% | Reduced |
| Susquehanna International Group, LLP | 225,827 | $18.6M | 0.03% | +183,517+433.7% | Added |
| Federated Hermes, Inc. | 230,323 | $19.0M | 0.05% | +110,899+92.9% | Added |
| Cantor Fitzgerald, L. P. | 230,708 | $19.0M | 0.41% | +24,198+11.7% | Added |
| Legal & General Group Plc | 236,324 | $19.5M | 0.01% | +7,704+3.4% | Added |
| Alliancebernstein L.P. | 237,464 | $19.6M | 0.01% | +160.0% | Added |
| Nuveen Asset Management, LLC | 237,633 | $19.6M | 0.01% | −1,226−0.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 238,598 | $19.7M | 0.48% | +151,317+173.4% | Added |
| Stifel Financial Corp | 240,005 | $19.8M | 0.03% | −37,190−13.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 240,400 | $19.8M | 0.38% | +135,300+128.7% | Added |
| Coronation Fund Managers Ltd. | 256,469 | $21.2M | 0.56% | −39,222−13.3% | Reduced |
| American Century Companies Inc | 260,069 | $21.5M | 0.02% | +248,586+2,164.8% | Added |
| Neuberger Berman Group LLC | 262,833 | $21.7M | 0.02% | +233,258+788.7% | Added |
| JPMorgan Chase & Co | 266,510 | $22.0M | 0.00% | +72,817+37.6% | Added |
| Dimensional Fund Advisors LP | 283,547 | $23.4M | 0.01% | −16,990−5.7% | Reduced |
| Rhumbline Advisers | 290,052 | $23.9M | 0.03% | −3,420−1.2% | Reduced |
| Royal Bank of Canada | 299,213 | $24.7M | 0.01% | −25,427−7.8% | Reduced |
| Goldman Sachs Group Inc | 321,428 | $26.5M | 0.01% | −15,997−4.7% | Reduced |
| Envestnet Asset Management Inc | 331,635 | $27.4M | 0.01% | +97,106+41.4% | Added |
| Owls Nest Partners IA, LLC | 338,778 | $28.0M | 10.05% | −35,890−9.6% | Reduced |
| Oakcliff Capital Partners, LP | 339,647 | $28.0M | 19.54% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 369,417 | $30.5M | 0.05% | +95,801+35.0% | Added |
| Ensign Peak Advisors, Inc | 376,584 | $31.1M | 0.07% | +19,752+5.5% | Added |
| FMR LLC | 426,085 | $35.2M | 0.00% | +234,766+122.7% | Added |
| Junto Capital Management LP | 436,281 | $36.0M | 1.01% | −398,228−47.7% | Reduced |
| Park West Asset Management LLC | 461,581 | $38.1M | 3.54% | −114,500−19.9% | Reduced |
| Morgan Stanley | 462,654 | $38.2M | 0.00% | +74,968+19.3% | Added |
| Citadel Advisors LLC | 474,591 | $39.2M | 0.04% | +474,591 | New |
| Raymond James & Associates | 478,129 | $39.5M | 0.03% | +33,204+7.5% | Added |
| Empower Advisory Group, LLC | 503,501 | $41.5M | 0.19% | +503,501 | New |
| Allspring Global Investments Holdings, LLC | 502,878 | $41.5M | 0.07% | +41,903+9.1% | Added |